Brookfield Asset Management: Could Stock Reach CAD $120 Within 24 Months?
(About StockTargetAdvisor.com (STA Research): Is a Canadian investment research company, consisting of Financial Professionals specializing in advanced stock research and analysis).
Brookfield Asset Management could be set for a significant upside over the next two years, with analysts and investors projecting a potential stock price of CAD $120—a sharp increase from current levels in the CAD $80 range. This bullish long-term view is rooted in Brookfield's strong fundamentals, its growing role in Canadian infrastructure, and deepening integration into government-backed expansion programs.
A Strategic Partner in Nation-Building
Brookfield has long held a reputation as one of the world's most influential alternative asset managers, but its increasing alignment with Canadian government initiatives marks a new phase of strategic growth. The firm is reportedly in advanced discussions to help manage a C$50 billion national investment fund, designed to support long-term infrastructure development across Canada. The fund could focus on green energy, digital infrastructure, and housing—sectors where Brookfield already has a strong track record.
By participating in this type of high-profile, government-linked initiative, Brookfield stands to grow its assets under management (AUM) and recurring fee-based revenues substantially. Such partnerships not only boost near-term earnings but also offer long-duration contracts and prestige that can enhance investor confidence and valuation multiples.
Analyst Ratings: Strong Growth Ahead
Analysts are increasingly optimistic about Brookfield's outlook. Most rate the stock a ''Outperform', reflecting expectations of continued growth in distributable earnings and global deal-making activity.
If Brookfield executes on its growth roadmap, it could see its earnings rise by 20–25% annually, a pace that would support a stock price of C$120 within 24 months under a favorable re-rating scenario.
Fueling Growth: AI, Infrastructure, and Global Diversification
Brookfield is well-positioned in megatrend sectors such as AI-powered infrastructure, green energy, and real asset debt markets. It has recently expanded its presence in Europe and North America through AI data center investments and energy transition financing, demonstrating the firm's ability to pivot into high-demand areas.
Its investments in digital infrastructure and real estate are expected to benefit from secular demand growth, while asset recycling strategies provide a consistent source of capital for new opportunities. If Brookfield can continue to deploy capital efficiently while generating high internal rates of return, earnings momentum could surprise to the upside.
Outlook
Brookfield Asset Management is emerging as one of Canada's main infrastructure and investment firms, showing dominance in many sectors. With strong earnings growth, deep ties to government-backed programs, and growing exposure to global high-growth sectors, the firm has the foundation to potentially reach CAD $120 per share within 24 months.
Investors looking for long-term upside in a well-diversified, institutionally respected company may find Brookfield to be one of the more compelling opportunities on the TSX today.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Toronto Star
24 minutes ago
- Toronto Star
B.C.‘s independent wood manufacturers decry retroactive U.S. softwood duties
VANCOUVER - British Columbia's independent wood product makers say hundreds of small- and medium-sized manufacturers may be forced to shut down in light of the latest decision from the United States to raise anti-dumping duties on Canadian softwood. The province's Independent Wood Processors Association says in a release that the U.S. Commerce Department's decision this week to raise duties also includes a requirement for Canadian companies to retroactively remit duties for products shipped to the United States since Jan.1, 2023.
Winnipeg Free Press
24 minutes ago
- Winnipeg Free Press
B.C.'s independent wood manufacturers decry retroactive U.S. softwood duties
VANCOUVER – British Columbia's independent wood product makers say hundreds of small- and medium-sized manufacturers may be forced to shut down in light of the latest decision from the United States to raise anti-dumping duties on Canadian softwood. The province's Independent Wood Processors Association says in a release that the U.S. Commerce Department's decision this week to raise duties also includes a requirement for Canadian companies to retroactively remit duties for products shipped to the United States since Jan.1, 2023. Association chair Andy Rielly says in a statement that the requirement to pay duties on products shipped in the last 31 months could not only force small B.C. producers to shut down, but may also threaten operators' personal assets as they may have to risk using their homes as collateral to secure bonds to pay. Rielly is urging the Canadian government to create support programs to make sure B.C.'s independent wood processors can keep workers employed and their companies running. The U.S. Commerce Department said earlier in the week it will raise anti-dumping duties on Canadian softwood to 20.56 per cent, drawing the ire of several B.C. industry groups such as the B.C. Council of Forest Industries and the B.C. Lumber Trade Council. The Independent Wood Processors Association says the the 'all-others' rate affecting its members will be raised from 14.4 per cent to 27.3 per cent, with the possibly of another increase 'in the coming weeks' potentially pushing the duties for their products to as high as 35 per cent. 'Until the Canadian government can negotiate a settlement to this long-festering dispute, we need a government support program to keep our workers employed,' Rielly says, adding an overall duty of 35-per-cent would force members to pay retroactive duties of 27 per cent on products already shipped. Monday Mornings The latest local business news and a lookahead to the coming week. Association executive director Brian Menzies describes independent wood product producers as 'collateral damage' in the trade war, and says the only hope they have of avoiding the hit is either 'a favourable appeal from the Canada-US-Mexico Agreement' or 'pursuing a bilateral negotiated resolution.' 'We should not face export taxes or quotas,' Menzies says. 'Our raw materials are not subsidized, and we are too small to 'dump' our products in the U.S. market. 'We acquire logs and lumber at 'arm's length' from various suppliers on the open market, just like claims made by members of the U.S. Lumber Coalition, and yet our Canadian companies along with U.S. consumers must pay these unfair and costly duties.' Prime Minister Mark Carney had previously said that a future U.S.-Canada trade deal could include softwood lumber quotas. This report by The Canadian Press was first published July 26, 2025.
CTV News
24 minutes ago
- CTV News
Albertans lead the country at saving money
A new study shows that Albertans save more cash than any other province in the country. A recent report has found that Albertans top the country for banking cash for the future. The Desjardins Report revealed that the average Albertan saved nearly nine per cent of their disposable income between 2020 and 2023 -- the highest in Canada and well above the national average of under four per cent. Two factors are credited. Albertans had the most cash on hand to spent per household, around $110,000. And affordability in the province was among the best in the country. 'Housing in Alberta is deeply affordable compared to the rest of the country,' said Randall Bartlett, Desjardin's deputy chief economist. 'Obviously it's become less affordable in recent years,' he added, 'but still much more affordable than other parts of the country, particularly the big provinces of Ontario and B.C.' Desjardins is predicting those high savings rats will continue, especially as Alberta's households are among the youngest in the country -- and that demographic is known to save more than older age groups.
